Lewis Swift Lee
Directeur/Membre du Conseil chez The Bolles School
Profil
Lewis Swift Lee is currently the Director of The Francis & Miranda Childress Foundation, Inc. and a Trustee at The Bolles School.
He previously held positions such as Vice Chairman at Jacksonville Zoological Society, Inc., Director at Florida Bank Group, Inc. and Florida Bank (Tampa), Principal at Estabrook Capital Management LLC (Old), President at Grove Creek Asset Management LLC, and Head of Corporate Finance at Merrill Lynch (Asia Pacific) Ltd.
He was also the President of Estabrook Capital Management LLC from 2008 to 2018.
Mr. Lee received his undergraduate degree from Dartmouth College in 1979 and his graduate degree from Columbia Law School in 1983.
Postes actifs de Lewis Swift Lee
| Sociétés | Poste | Début |
|---|---|---|
The Bolles School
 The Bolles School Other Consumer ServicesConsumer Services The Bolles School operates as a private college preparatory and boarding school. The private company is based in Jacksonville, FL. | Directeur/Membre du Conseil | - |
| The Francis & Miranda Childress Foundation, Inc. | Directeur/Membre du Conseil | - |
Anciens postes connus de Lewis Swift Lee
| Sociétés | Poste | Fin |
|---|---|---|
Estabrook Capital Management LLC
 Estabrook Capital Management LLC Investment ManagersFinance Estabrook Capital Management LLC (Estabrook) is an independent registered investment advisor headquartered in New York City. Founded in 2008, Estabrook advises individually managed accounts for individuals, trusts, corporations, charitable organizations, and pension plans. The firm is also a portfolio manager in various wrap programs sponsored by non-affiliated organizations. | President | 01/12/2018 |
Grove Creek Asset Management LLC
 Grove Creek Asset Management LLC Investment ManagersFinance Grove Creek Asset Management LLC is an investment advisor headquartered in Ponte Vedra Beach, Florida and an additional office in New York City. The firm provides investment management services for individuals, families, endowments, foundations and institutions | President | 30/03/2008 |
Estabrook Capital Management LLC (Old)
 Estabrook Capital Management LLC (Old) Investment ManagersFinance Estabrook Capital Management LLC traces its roots back to the brokerage firm of Estabrook & Co., which was founded in Boston in 1851. They entered the asset management business in 1928 and Estabrook became an independent firm in 1970. A subsidiary of The Bank of New York (NYSE: BK), the firm manages assets for high net worth individuals and institutions, including educational and religious organizations, foundations/endowments and pension and profit sharing plans. | Corporate Officer/Principal | 31/12/2003 |
Jacksonville Zoological Society, Inc.
 Jacksonville Zoological Society, Inc. Other Consumer ServicesConsumer Services Jacksonville Zoological Society, Inc. operates as a non-profit organization that engages in the management of a zoo. The company is headquartered in Jacksonville, FL. | Directeur/Membre du Conseil | - |
Florida Bank (Tampa)
 Florida Bank (Tampa) Regional BanksFinance Florida Bank operated as a state chartered commercial bank. The company was headquartered in Tampa, FL. | Directeur/Membre du Conseil | - |
Formation de Lewis Swift Lee
| Dartmouth College | Undergraduate Degree |
| Columbia Law School | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Estabrook Capital Management LLC (Old)
Estabrook Capital Management LLC (Old) Investment ManagersFinance Estabrook Capital Management LLC traces its roots back to the brokerage firm of Estabrook & Co., which was founded in Boston in 1851. They entered the asset management business in 1928 and Estabrook became an independent firm in 1970. A subsidiary of The Bank of New York (NYSE: BK), the firm manages assets for high net worth individuals and institutions, including educational and religious organizations, foundations/endowments and pension and profit sharing plans. | Finance |
Grove Creek Asset Management LLC
Grove Creek Asset Management LLC Investment ManagersFinance Grove Creek Asset Management LLC is an investment advisor headquartered in Ponte Vedra Beach, Florida and an additional office in New York City. The firm provides investment management services for individuals, families, endowments, foundations and institutions | Finance |
Florida Bank Group, Inc.
 Florida Bank Group, Inc. Financial ConglomeratesFinance Florida Bank Group, Inc. operated as a holding company with interests in providing commercial banking services. Its services included demand interest and noninterest bearing accounts, money market deposit accounts, NOW accounts, time and safe deposits, business credit and debit cards, direct deposits, notary, money orders, night depository, travelers' and cashier's checks, domestic collections, savings bonds, bank drafts, drive-in tellers, banking by mail and, collateralized and uncollateralized consumer loans. The company was founded on January 12, 2007 and was headquartered in Tampa, FL. | Finance |
Merrill Lynch (Asia Pacific) Ltd.
 Merrill Lynch (Asia Pacific) Ltd. Investment ManagersFinance Merrill Lynch (Asia Pacific) Ltd. (Merrill Lynch-Asia Pacific) is the financial management subsidiary of Merrill Lynch HK Services, Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. Based in Hong Kong, the firm provides financial management and advisory services. | Finance |
Florida Bank (Tampa)
Florida Bank (Tampa) Regional BanksFinance Florida Bank operated as a state chartered commercial bank. The company was headquartered in Tampa, FL. | Finance |
Estabrook Capital Management LLC
Estabrook Capital Management LLC Investment ManagersFinance Estabrook Capital Management LLC (Estabrook) is an independent registered investment advisor headquartered in New York City. Founded in 2008, Estabrook advises individually managed accounts for individuals, trusts, corporations, charitable organizations, and pension plans. The firm is also a portfolio manager in various wrap programs sponsored by non-affiliated organizations. | Finance |
The Bolles School
The Bolles School Other Consumer ServicesConsumer Services The Bolles School operates as a private college preparatory and boarding school. The private company is based in Jacksonville, FL. | Consumer Services |
Jacksonville Zoological Society, Inc.
Jacksonville Zoological Society, Inc. Other Consumer ServicesConsumer Services Jacksonville Zoological Society, Inc. operates as a non-profit organization that engages in the management of a zoo. The company is headquartered in Jacksonville, FL. | Consumer Services |
| The Francis & Miranda Childress Foundation, Inc. |